How to credit a sales invoice

 

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The invoicing process will not always run smoothly. For example, a customer may want a credit invoice because a product is damaged. Or a customer in another EU country has received an invoice with VAT, while there should have been no VAT. With crediting and reversing, MKG offers the possibility to resolve these issues from the order.

With a credit invoice, you book the discount that has been given on an order line that was previously invoiced. Follow the steps below to create a credit invoice. Crediting is an action you perform at the invoice line level. Therefore, you perform a credit per invoice line.

 

 

Step 1: Open the sales invoice

 

Search and select the sales invoice you want to credit on the module homepage. The sales invoice opens.

 

 

Step 2: Credit the invoice line

 

Select the invoice line and click on Credit

. MKG now automatically adjusts the invoice to a manual sales invoice. The amounts in the header and the line are negative.

 

 

Step 3: Fill in the invoice line

 

In the invoice line, go to the field General Ledger Account and select the general ledger account where the crediting should be booked. Enter the agreed price in the Price field. Make sure to leave the minus sign in place. It is, after all, a credit.

 

 

Step 4: Click 'Save'

 

Click the Save button

. The Credit Invoice appears, which you can print if desired. The sales invoice has been credited.

 

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Credit a sales invoice A video is available for this guide, in which we show you the steps described. Do you want to see how to credit a sales invoice in MKG? Watch this video. duration: 2:28 | sound: no | video opens in new window

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Knowledge Center How to reverse a sales invoice How to book a procedural sales invoice